Wells Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$233K	Hold	2,640	–	–	0.32%	36
2025 Q1	$240K	Sell	2,640 -880	-25%	-$80.1K	0.33%	36
2024 Q4	$307K	Buy	3,520 +1,663	+90%	+$145K	0.42%	33
2024 Q3	$182K	Sell	1,857 -23,429	-93%	-$2.3M	0.25%	40
2024 Q2	$2.32M	Buy	+25,286	New	+$2.32M	1.53%	18